See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,797 | $101,069-45.8% | $81,478-32.7% | $147,584-62.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 21.59% | 32.40%-10.8pp | 38.78%-17.2pp | 578.55%-557.0pp |
| Employer contribution / active EE | $2,315 | $3,205-27.8% | $2,568-9.8% | $4,876-52.5% |
| Participant deferral / active EE | $5,026 | $4,242+18.5% | $3,537+42.1% | $5,439-7.6% |
| Admin fee / account holder | $183 | $5,812-96.9% | $4,561-96.0% | $10,885-98.3% |